- Adding a user to all locations
The process to add a new Location has been updated to enable Call Center Users to be added to the new location upon creation of the specific location. This will reduce the time required to add all Call Center Users to a new Location manually in the Staff Member Locations page. If there are a few Call Center Users that do not need to be assigned to the new Location, it is recommended that all Call Center Users are added and then remove those individual Call Center Users from the newly created Location as needed.
- Managing staff member profiles
Managing staff members with regard to Location assignment, Schedule Templates, Schedule Exceptions, Services Offered, Rooms, and Days Off has been updated to improve functionality and page performance. This update will only apply to accounts using the “Location Staff Sharing” feature.
When a Staff Member is assigned to 11 or more Locations, the navigation sections of each Staff Members management screen will each become a clickable links. When clicked, the administrator will then be presented with a searchable dropdown field. Once the administrator selects a Location from the search results, they can configure the Staff Members relationship to that Location (services offered, scheduled, days off, etc). Administrative users can then expand the section for which edits are required and view the available Locations for that Staff Member. The on-screen list of Locations will change to a dropdown, which will enable administrators to scroll through the available list of Locations. Once clicked from the dropdown, the administrator can then configure the Staff Members membership or availability for that Location.
For accounts that have Locations, Schedules, and Rooms automatically assigned to new Staff Members, these items will be applied to the Staff Member in the Location where they are created. For “Active” Staff Members, each location where they have an active calendar will need to be updated individually.
- Modifying Multiple Appointments with Appointments/UpdateAppointments
For applications that integration with AppointmentPlus through Web Services, the system has been updated to support changes to the Appointment or Event status for multiple Customers. By using this method, the system will apply changes to multiple Customers through a single web services call rather than individual calls to update the status of each Customer.
- Modify Packages/GetPackages to Filter Events Created from a Template
Web services have been updated to provide a new attribute for the GetPackages method. The new attribute will enable an external interface to exclude Service IDs generated by Event Templates from results as active Event instances.
- Appointments are able to be scheduled outside of service time
The application has been updated to ensure Service start times are accurately evaluated based on Service durations. In some situations, a Service was being booked at a start time but the Staff Member would be unable to complete the Service duration before their scheduled end time. With this change, the system will only recommend start times where the entire duration of a Service can be complete within either the Staff Members available hours or Company Open Hours.
- Same Day appointment not taking Staff Hour Notice into account
The appointment booking process has been updated to enforce the advance notice timeframe (when enabled) for Staff Members same day Appointment scheduling.
- Updating Staff Member password in IE not stating update confirmed
The application has been updated to ensure that updates to user profiles, including password, in Microsoft's Internet Explorer browser will correctly display within the interface. The system was processing the change in the data, but the interface pages were not reflecting the updated status without a page refresh. With this change, the interface will reflect the updated messaging on the page without requiring a user to refresh said page.
- Email notifications are displaying time zones
Email notifications have been updated to ensure that only data configured to display on emails will be shared with recipients. In some cases, when a configuration setting related to Time Zones was not set with any information, the Time Zone was pulling from the Headquarters Location. With this change, if there is no Time Zone set at the Location then no other data point for Time Zone will be included in the email notification.
- Fields/Terms do not auto-create
The application has been updated to ensure that Locations created from shared Headquarters Locations are still accessible even if the Headquarters Location information is no longer shared with a specific Location. This change enables administrative users to manage all Locations regardless of their initial account configuration.
- Customer Search Field changes for auto-population
The process of searching for a Customer when making an Appointment has been updated to improve the speed and accuracy of the search results. Administrators will now be able to search for Customers by their First name, Last name, and any other custom fields that are enabled for their account. Additionally, when the Customer has been selected, their name will remain in the search field in order to reference the Customer for which the Appointment is being created.
- Store Registration email displaying duplicate registration fields in email
The Registration Notification emails have been updated to ensure that each data point only appears one time in the body of the email message.
- Saved Appointment Report changes for Customer Search field
The Appointment Report has been updated to enable administrators to create a report template that includes searching for customers. The "All Customers" selection will be checked by default and will be a setting of the report that can be saved for templates and future execution of the save report configuration.
- Customers charged for appointments, no appointment created